Prelude Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $907K | Sell |
2,906
-551
| -16% | -$172K | 0.09% | 281 |
|
|
2025
Q1 | $1.81M | Buy |
+3,457
| New | +$1.81M | 0.14% | 139 |
|
|
2024
Q4 | – | Sell |
-3,373
| Closed | -$1.97M | – | 1453 |
|
|
2024
Q3 | $1.97M | Sell |
3,373
-1,846
| -35% | -$1.08M | 0.12% | 198 |
|
|
2024
Q2 | $2.66M | Buy |
5,219
+1,889
| +57% | +$962K | 0.18% | 126 |
|
|
2024
Q1 | $1.65M | Buy |
3,330
+2,829
| +565% | +$1.4M | 0.09% | 255 |
|
|
2023
Q4 | $264K | Buy |
+501
| New | +$264K | 0.02% | 693 |
|
|
2023
Q3 | – | Sell |
-608
| Closed | -$292K | – | 1234 |
|
|
2023
Q2 | $292K | Buy |
608
+7
| +1% | +$3.36K | 0.02% | 567 |
|
|
2023
Q1 | $284K | Sell |
601
-943
| -61% | -$446K | 0.02% | 591 |
|
|
2022
Q4 | $819K | Sell |
1,544
-2,145
| -58% | -$1.14M | 0.04% | 381 |
|
|
2022
Q3 | $1.86M | Buy |
+3,689
| New | +$1.86M | 0.07% | 249 |
|
|
2022
Q2 | – | Sell |
-1,620
| Closed | -$826K | – | 1834 |
|
|
2022
Q1 | $826K | Buy |
+1,620
| New | +$826K | 0.02% | 518 |
|
|
2021
Q4 | – | Sell |
-6,072
| Closed | -$2.37M | – | 1933 |
|
|
2021
Q3 | $2.37M | Buy |
6,072
+4,250
| +233% | +$1.66M | 0.06% | 175 |
|
|
2021
Q2 | $730K | Buy |
+1,822
| New | +$730K | 0.02% | 599 |
|
|
2020
Q4 | – | Sell |
-1,064
| Closed | -$332K | – | 1561 |
|
|
2020
Q3 | $332K | Sell |
1,064
-1,209
| -53% | -$377K | 0.02% | 365 |
|
|
2020
Q2 | $670K | Buy |
+2,273
| New | +$670K | 0.04% | 227 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 1579 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 1778 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 1588 |
|
|
2019
Q1 | – | Sell |
-273
| Closed | -$68K | – | 1753 |
|
|
2018
Q4 | $68K | Sell |
273
-7,587
| -97% | -$1.89M | ﹤0.01% | 767 |
|
|
2018
Q3 | $2.09M | Sell |
7,860
-3,304
| -30% | -$879K | 0.12% | 123 |
|
|
2018
Q2 | $2.74M | Sell |
11,164
-960
| -8% | -$236K | 0.17% | 74 |
|
|
2018
Q1 | $2.6M | Sell |
12,124
-3,882
| -24% | -$831K | 0.19% | 76 |
|
|
2017
Q4 | $3.53M | Sell |
16,006
-1,025
| -6% | -$226K | 0.28% | 56 |
|
|
2017
Q3 | $3.34M | Sell |
17,031
-900
| -5% | -$176K | 0.3% | 65 |
|
|
2017
Q2 | $3.33M | Sell |
17,931
-5,131
| -22% | -$951K | 0.31% | 58 |
|
|
2017
Q1 | $3.78M | Buy |
23,062
+5,674
| +33% | +$930K | 0.36% | 42 |
|
|
2016
Q4 | $2.78M | Sell |
17,388
-14,892
| -46% | -$2.38M | 0.34% | 74 |
|
|
2016
Q3 | $4.52M | Buy |
32,280
+17,117
| +113% | +$2.4M | 0.47% | 20 |
|
|
2016
Q2 | $2.14M | Sell |
15,163
-13,961
| -48% | -$1.97M | 0.3% | 77 |
|
|
2016
Q1 | $3.75M | Buy |
29,124
+21,884
| +302% | +$2.82M | 0.52% | 21 |
|
|
2015
Q4 | $852K | Sell |
7,240
-160
| -2% | -$18.8K | 0.13% | 160 |
|
|
2015
Q3 | $858K | Sell |
7,400
-5,018
| -40% | -$582K | 0.12% | 174 |
|
|
2015
Q2 | $1.52M | Sell |
12,418
-424
| -3% | -$51.7K | 0.21% | 121 |
|
|
2015
Q1 | $1.52M | Buy |
12,842
+4,060
| +46% | +$480K | 0.21% | 112 |
|
|
2014
Q4 | $888K | Buy |
8,782
+4,542
| +107% | +$459K | 0.13% | 155 |
|
|
2014
Q3 | $366K | Sell |
4,240
-5,440
| -56% | -$470K | 0.05% | 444 |
|
|
2014
Q2 | $791K | Sell |
9,680
-2,232
| -19% | -$182K | 0.1% | 200 |
|
|
2014
Q1 | $977K | Sell |
11,912
-16,567
| -58% | -$1.36M | 0.13% | 158 |
|
|
2013
Q4 | $2.14M | Buy |
28,479
+21,609
| +315% | +$1.63M | 0.35% | 34 |
|
|
2013
Q3 | $492K | Hold |
6,870
| – | – | 0.08% | 256 |
|
|
2013
Q2 | $450K | Buy |
+6,870
| New | +$450K | 0.1% | 238 |
|